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Noble Wealth Management PBC’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Noble Wealth Management PBC’s Portfolio LMBS Stock Details LMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$113K Buy
+2,273
New +$113K 0.05% 204

Other funds holding LMBS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Noble Wealth Management PBC's LMBS Position: Q2 2026 in Review

Noble Wealth Management PBC opened a new position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2026: 2,273 shares worth $113K. The stake represents 0.05% of the portfolio and ranks #204 among its holdings.

195 funds tracked by Wall St. Rank hold LMBS as of Q2 2026.

  • Noble Wealth Management PBC held 2,273 shares of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF worth $113K as of Q2 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF was a new Noble Wealth Management PBC position in Q2 2026.
  • First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF made up 0.05% of Noble Wealth Management PBC's portfolio in Q2 2026, its #204 holding.
  • 195 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.